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Mary Rae Fouts, EA, CFP®:  Tax, Consulting, and Expert Witness Services

Mary Rae Fouts, EA, CFP® has extensive professional credentials and 29 years of experience addressing tax, insurance, annuity, and financial matters.  This page provides an overview of Mary's professional background.  Mary's Curriculum Vitae is available to qualified prospective clients upon request.

Mary provides Tax and Consulting Services to a wide variety of clients throughout the United States, in addition to Expert Witness Services in federal courts, state courts, and arbitration venues.  She addresses technical and complex client concerns involving:

  • Tax Matters
  • Insurance Matters
  • Annuity Matters
  • Financial Matters

    Impeccable Professional Credentials

As an Enrolled Agent and a CERTIFIED FINANCIAL PLANNERTM, Mary has met the rigorous certification and licensing requirements established by the United States Department of the Treasury and the Certified Financial Planner Board of Standards, Inc.

Mary has  also  earned the prestige of being among the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance.  She  is also a fully-licensed Life Agent , holding both Life Agent - Life-Only Agent, and Life Agent - Accident and Health Agent insurance licenses, in addition to the Fire and Casualty Broker-Agent insurance license.  Mary formerly held Series 6, Series 7, Series 63, and Series 65 securities licenses.

What's the latest with Mary and Fouts Financial Group?
Visit Mary's blog Thoughts from Mary Rae Fouts.  

Mary is a graduate of the University of Nebraska-Lincoln.  Prior to founding Fouts Financial Group, she held a variety of positions with large, multi-line insurance companies. 

Professional Contributions

Mary enjoys outdoor recreation and exercise, and frequently rides a bicycle for local transpiration.  She collects Disney memorabilia, with particular fondness for the lovable donkey Eeyore.  Mary enjoys gardening, cooking and baking, and collecting wine.  Regarding Mary's baking, she is admittedly a sourdough baking fanatic, baking bread, rolls, pizza, and other goodies with all sourdough starter, no active yeast.  And don't forget baseball ... Go Giants!
Mary maintains a passion for knowledge and the arts, fueling her lifelong love of learning, reading, art, and music.  A fan of many literary genres, Mary especially enjoys reading about American history from the Pre-Revolutionary War era through the Civil War and Reconstruction periods, crime fiction, and novels detailing human lives and experiences.

Mary greatly enjoys writing; she is an avid Scrabble player and crossword puzzler.  Mary lives in beautiful Pleasant Hill, California with her best-husband-in- the-world Jim and faithful canine companions Sid and Lexi.  

On the Personal Side

Mary provides volunteer services to the Internal Revenue Service, serving as a Focus Group Participant.  She provides pro bono professional services to qualified individuals affected by catastrophic life changes.  Mary has also provided volunteer services to the Certified Financial Planner Board of Standards, Inc., serving as an Examination Content Specialist, an Examination Question Reviewer, and a Disciplinary Hearings Volunteer Member.

For More Information

Contact Mary at (925) 979-9972 or Mary@FoutsFinancialGroup.com.  Thanks for stopping by!